BWM
STAA icon

BerganKDV Wealth Management’s STAAR Surgical STAA Stock Holding History

BerganKDV Wealth Management’s Portfolio STAA Stock Details STAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$13K – 1122
2021
Q3 		$13K Hold
100
– – ﹤0.01% 599
2021
Q2 		$15K Buy
+100
New +$13.2K ﹤0.01% 554

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BerganKDV Wealth Management's STAA Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of STAAR Surgical (STAA) in Q4 2021, closing a stake of 100 shares — an estimated $13K sold.

BerganKDV Wealth Management first reported a position in STAA in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 279 funds tracked by Wall St. Rank hold STAA as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining STAAR Surgical position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 100 STAAR Surgical shares in Q4 2021, an estimated $13K.
  • BerganKDV Wealth Management first reported a position in STAAR Surgical in Q2 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's STAAR Surgical position peaked at $15K in Q2 2021.
  • 279 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.